Going for growth Pan-African property company Grit Real Estate Income Group (Grit) is on track to complete the acquisition of a controlling stake in developer Gateway Real Estate Africa (GREA) by May next year, which would unlock considerable potential for net asset value (NAV) and income growth for the fund. GREA’s attractive pipeline of development […]
Vietnam Holding Limited Investment companies | Annual overview | 15 December 2022 A real growth story that remains intact Despite having coped well with COVID and appearing to offer very strong growth prospects over the next five years (see page 5), the Vietnamese market may have been weighed down by severe negative sentiment towards Asia […]
Vietnam Holding Limited Investment companies | Annual overview | 15 December 2022 A real growth story that remains intact Despite having coped well with COVID and offering very strong growth prospects over the next five years (see page 6), the Vietnamese stock market has been weighed down by severe negative sentiment towards Asia in recent […]
Vietnam Holding Limited Investment companies | Annual overview | 15 December 2022 A real growth story that remains intact Despite having coped well with COVID and offering very strong growth prospects over the next five years (see page 5), the Vietnamese market has been weighed down by severe negative sentiment towards Asia in recent months. […]
JPMorgan China Growth & Income (JCGI) has published its annual results for the year ended 30 September 2022. During the period, JCGI provided an NAV total return of -36.7%, underperforming the MSCI China Index, which declined 22.0%. The Company delivered a return to ordinary shareholders of -38.5%, reflecting a widening in the discount at which […]
Economic and Political Monthly Roundup Investment companies | Monthly | December 2022 A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage […]
Investment Companies Monthly Roundup Kindly sponsored by abrdn December 2022 Monthly | Investment companies Winners and losers in November 2022 As discussed in this month’s economic and political roundup, lower US inflation triggered a fall in the US dollar and drove equity markets higher over November. The big surprise was the resurgence of Chinese markets […]
Home REIT has responded to short seller allegations last week that saw its share price fall more than 20%. The company said it was “completely confident in the integrity of the business it is operating, its financial soundness and the beneficial impact the Company is having in reducing homelessness in the UK”. Allegation 1 In […]
In QuotedData’s morning briefing 28 November 2022: Pollen Street (POLN) has provided its Q3 update. As a reminder, POLN has formed from the merger of Honeycomb Investment Trust and Pollen Street Capital Holdings on 30 September 2022, and focuses on high quality, asset-backed senior secured lending. POLN reported a return on Net Investment Asset of […]
In QuotedData’s morning briefing 24 November 2022: Foresight Solar Fund (FSFL) says that the net impact of the new electricity generator levy on its NAV is to reduce it by 0.8p. As other funds did, it applied discounts to the blended power forecasts as at 30 September 2022. To reflect the uncertainty surrounding the likely […]
